The purpose of the Servicing Role is to act as a primary point of contact for clients, assisting them with their insurance-related needs, inquiries, and concerns. The role is pivotal in ensuring that clients have a positive experience, receive timely and accurate information, and have their insurance requirements met effectively. Key Expectations of the Role Client Relationship Management : Build and maintain strong relationships with clients through regular communication and follow-ups. Understand clients' insurance needs and provide appropriate solutions or assistance. Policy Management and Processing: Handle policy issuance, renewals, endorsements, and cancellations in compliance with organizational and industry guidelines. Ensure accuracy and completeness of policy documentation and related processes. Client Queries and Issue Resolution: Address client inquiries, concerns, and complaints promptly and professionally. Collaborate with internal teams to resolve issues and provide satisfactory solutions to clients. Cross-Selling and Upselling: Identify opportunities to cross-sell or upsell additional insurance products to existing clients. Provide clients with information about additional coverage options that may benefit them. Compliance and Documentation: Ensure compliance with all regulatory and legal requirements in insurance servicing activities. Maintain accurate and up-to-date client records and documentation in accordance with company policies. Competencies Required for the Role Customer Focus : Demonstrates a strong commitment to meeting customer needs and exceeding customer expectations. Shows empathy and actively listens to clients to understand their requirements. Communication Skills: Communicates clearly and effectively, both verbally and in writing, to convey complex information in a simple and understandable manner. Demonstrates active listening and understands the nuances of effective client communication. Problem-Solving and Decision-Making: Identifies issues, analyzes problems, and proposes effective solutions in a timely and efficient manner. Makes informed decisions considering relevant factors and potential impact on clients and the organization. Team Collaboration: Collaborates and works effectively with team members, sharing information and ideas to achieve common goals. Demonstrates a willingness to support team members and contribute to team success. Interpersonal Skills : Strong interpersonal skills, including the ability to build rapport and maintain positive relationships with clients. Personal Qualifications Educational Background : A bachelor's degree in business administration, insurance, finance, or a related field is preferred. Experience : Prior experience in insurance servicing or customer support within the insurance industry is advantageous. Certifications : Relevant certifications in insurance services or customer relationship management are beneficial. Technology Proficiency : Proficient in using insurance management software and Microsoft Office suite (Word, Excel, Outlook, etc.). Show more Show less